Payments, refunds, and credit notes

This chapter covers money moving in both directions. Recording payments against invoices, whether collected online or received offline. Charging a saved card automatically when an invoice is finalized. Refunds, when you need to give money back. And credit notes, the document that credits a customer's account without moving cash.

In this chapter

Connecting a payment gateway Connect Stripe, choose test or live keys, set the payment experience, and verify everything with test cards before real money moves.
Recording payments Take payment online through a gateway, or record money you received another way.
Automatic collection Charge a customer's saved card automatically when a subscription invoice is finalized.
Saved cards and the update-card link How a customer's card gets on file, which card is charged, the shareable update-card link, and the email a card change sends.
Refunds Give money back, and decide whether the customer still owes it.
Credit notes Credit a customer's account without moving cash, and record why.